MaplebearCART
About: Maplebear (Instacart) operates a leading grocery delivery platform in the United States and Canada. The company partners with various regional and national grocers, which offer their selection of food and other goods to customers through Instacart's ubiquitous platform. Once an item is ordered through Instacart's site, the item is picked and delivered to the customer's home by one of the platform's 600,000 shoppers, who are classified as independent contractors. Instacart earns fees based on average order value and leverages its platform's high usage to sell advertising, mainly to consumer-packaged goods companies. Instacart currently has about 8 million monthly active users (or orderers) on its platform.
Employees: 3,265
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
107% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 76
102% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 64
17% more funds holding
Funds holding: 354 [Q4 2024] → 414 (+60) [Q1 2025]
13% more funds holding in top 10
Funds holding in top 10: 16 [Q4 2024] → 18 (+2) [Q1 2025]
9% more call options, than puts
Call options by funds: $123M | Put options by funds: $112M
0.46% less ownership
Funds ownership: 74.93% [Q4 2024] → 74.47% (-0.46%) [Q1 2025]
1% less capital invested
Capital invested by funds: $7.97B [Q4 2024] → $7.86B (-$114M) [Q1 2025]
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
10 analyst ratings
JMP Securities Andrew Boone | 27%upside $55 | Market Outperform Reiterated | 12 Jun 2025 |
Jefferies John Colantuoni | 15%upside $50 | Hold Maintained | 27 May 2025 |
Loop Capital Rob Sanderson | 34%upside $58 | Buy Maintained | 19 May 2025 |
Citigroup Ronald Josey | 31%upside $57 | Buy Maintained | 13 May 2025 |
Macquarie Ross Compton | 27%upside $55 | Outperform Maintained | 6 May 2025 |
Financial journalist opinion
Based on 13 articles about CART published over the past 30 days









